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Video Library

A selection of some of our most recent videos. For more, visit the Investment Advice Videos or our YouTube channel.

Medicare: Unlocking Medicare in 2023 09 07

Learn about Medicare, and which plan is right for you. Avoid the pitfalls and penalties. Pick a Medigap, Medicare Drug Plan, and/or Medicare Advantage plan.

Investment advisory services offered through A&I ...Wealth Management a dba of A&I Financial Services, LLC, a registered investment adviser. Securities provided through Gĕneos Wealth Management Inc., member FINRA, SIPC.[+] Show More
Medicare: Unlocking Medicare in 2023 09 07
Medicare: Unlocking Medicare in 2023 09 07
Learn about Medicare, and which plan is right for you. Avoid the ...
2023 Quarter 2 Investment Market Update with Karl Frank and Chad Harmon
2023 Quarter 2 Investment Market Update with Karl Frank and Chad Harmon
Karl Frank and Chad Harmon discuss the investment research team's ...
International Investing with Andrew Goodwin from Oldfield Partners
International Investing with Andrew Goodwin from Oldfield Partners
Investment advisory services offered through A&I Wealth Management a ...
Understanding US Banking Crisis with Nathan Merrill, Attorney and Karl Frank, CFP
Understanding US Banking Crisis with Nathan Merrill, Attorney and Karl Frank, CFP
Karl Frank, CFP, and Nathan Merrill discuss the banking crisis, ...
Life and Taxes From Transamerica
Life and Taxes From Transamerica
Learn about how to read your 1040 tax return for opportunities to talk ...
2023 Tax Law Changes
2023 Tax Law Changes
Investment advisory services offered through A & I wealth Management, ...
2022 3rd quarter investment update featuring Karl Frank, Virginia Wu, Chad Harmon and Judson Cass.
2022 3rd quarter investment update featuring Karl Frank, Virginia Wu, Chad Harmon and Judson Cass.
We believe the right way to invest is to diversify by strategy. For ...
Shelly Slocum: Love and Inspiration from Mom
Shelly Slocum: Love and Inspiration from Mom
Shelly Slocum, author of an Amazon #1 New Release book, Love and ...
International Investing with Roger Bianco
International Investing with Roger Bianco
International investing is full of peril and opportunities. Think all ...
2022 07 13 Compassion and Choices End of Life Planning
2022 07 13 Compassion and Choices End of Life Planning
Kim Callinan from Compassion and Choices makes it easy and interesting ...
Investing with Composure: Cameron Morgan and Karl Frank
Investing with Composure: Cameron Morgan and Karl Frank
The US stock market entered a bear market, inflation is high and ...
Inflation! How long will it last?
Inflation! How long will it last?
An expert from Doubleline Investments, Ryan Kimmel, discusses where we ...
China: Then and Now - A Journey Through the Decades | A&I Financial Services
China: Then and Now - A Journey Through the Decades | A&I Financial Services
Investment advisory services offered through A & I Financial Services ...
Client Access Web Page Introduction | A&I Financial Services
Client Access Web Page Introduction | A&I Financial Services
Join Virginia Wu as she guides you quickly through how to get the most ...
Investing and Managing Emotions, Tips from Brandes | A&I Financial Services
Investing and Managing Emotions, Tips from Brandes | A&I Financial Services
Investment advisory services offered through A & I Financial Services ...
A&I Self help: How to set up two factor authentication with Axos Advisor Services
A&I Self help: How to set up two factor authentication with Axos Advisor Services
Investment advisory services offered through A & I Financial Services ...
2022 Investment Outlook Zoominar | A&I Financial Services
2022 Investment Outlook Zoominar | A&I Financial Services
Check out our latest Zoominar on 2022 Investment Outlook from Karl ...
10 Paying for College Hacks with Cameron | A&I Financial Services
10 Paying for College Hacks with Cameron | A&I Financial Services
Investment advisory services offered through A & I Financial Services ...
2021 11 17 TaxTips 2021 | A&I Financial Services
2021 11 17 TaxTips 2021 | A&I Financial Services
Learn from the experts with the end of year Tax Tips Zoominar! Join ...
2021 09 23 Stef Deters Estate Planning | A&I Financial Services
2021 09 23 Stef Deters Estate Planning | A&I Financial Services
Learn about estate planning with Stef Deters, attorney at law. Learn ...
Dementia 101 in 2021 with JJ Jordan | A&I Financial Services
Dementia 101 in 2021 with JJ Jordan | A&I Financial Services
Join Chad Harmon and JJ Jordan with Dementia Friendly Denver. She ...
2 Minutes on AXOS Acquisition of E*TRADE Advisor Services | A&I Financial Services
2 Minutes on AXOS Acquisition of E*TRADE Advisor Services | A&I Financial Services
Everything you need to know about how the acquisition of E*TRADE ...
Asset Protection with the Expert Network Team 5/18/2021 | A&I Financial Services
Asset Protection with the Expert Network Team 5/18/2021 | A&I Financial Services
Learn from the expert network team in a podcast or an online movie. ...
Asset Protection Expert Network Team Panel | A&I Financial Services
Asset Protection Expert Network Team Panel | A&I Financial Services
Learn from the expert network team in this movie. Karl Frank, Nathan ...
What is the Return on the News? Athena Invest | A&I Financial Services
What is the Return on the News? Athena Invest | A&I Financial Services
The topics discussed in this webinar are for general financial ...

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